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Leo Wealth LLC’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Leo Wealth LLC’s Portfolio PPA Stock Details PPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$282K Sell
1,703
-8
-0.5% -$1.4K 0.02% 373
2025
Q4 		$268K Buy
+1,711
New +$264K 0.02% 365

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Leo Wealth LLC's PPA Position: Q1 2026 in Review

Leo Wealth LLC reduced its Invesco Aerospace & Defense ETF (PPA) stake by 0.47% in Q1 2026, selling an estimated $1.4K and leaving 1,703 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #373.

Leo Wealth LLC first reported a position in PPA in Q4 2025 and has held it in 2 quarters since. 571 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • Leo Wealth LLC held 1,703 shares of Invesco Aerospace & Defense ETF worth $282K as of Q1 2026.
  • Leo Wealth LLC sold 8 Invesco Aerospace & Defense ETF shares in Q1 2026, an estimated $1.4K.
  • Invesco Aerospace & Defense ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #373 holding.
  • Leo Wealth LLC first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
  • 571 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.